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The private equity giant with a track record of taking firms public would add the IBD to its list of more than 850 investments for $73 billion worldwide.
February 25
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Employees at Carson Group love the outdoors and regularly participate in events like the Spartan Race, a course filled with treacherous obstacles.
February 24
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When Redtail Technology moved into its new building 18 months ago, CEO Brian McLaughlin ensured it had homey touches, like comfortable seating, a basketball court and slides.
February 24
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Several RIAs have taken a cue from doctors in recent years, running in-house residency programs to train the next generation of planners.
February 22
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The firm expects to add $10 million in revenue once the deal closes later this year.
February 22
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The No. 1 IBD is pitching advisors on the merits of its offerings — but rivals have also added major teams from its ranks.
February 22
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The company is considering buying bolt-on units to expand in private credit, real assets and non-U.S. businesses, said PGIM CEO David Hunt.
February 22
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"I would go home at night and question if I added value to anyone’s life that day," writes Ashley Folkes. "The answer was usually no."
February 21
Moors & Cabot -
The firm adds a second $1B RIA - and its family office.
February 21
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